High Voltage: Miners welcome Aussie $1.2bn critical minerals stockpile plan

ASX stocks have broadly welcomed Albanese’s critical minerals stockpile election promise but think more minerals should be included.

Prime Minister Albanese has promised a $1.2bn critical minerals reservice if re-elected next month. Pic: Getty Images.

• Anthony Albanese promises critical minerals stockpile if re-elected

• Move comes as country looks to shore up supply for domestic industries as China restricts exports

• AMEC CEO says more minerals and by-products should be included

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium.

Prime Minister Anthony Albanese has pledged – if the Labor government gets back in at the upcoming election next month – a $1.2bn investment to set up an Aussie strategic reserve of critical minerals.

Campaigning in Perth, the PM outlined plans to invest an initial $1.2 billion to establish the reserve, including a $1 billion increase to the existing Critical Minerals Facility.

The move comes as the West looks to create a separate supply chain for minerals such as lithium, nickel and cobalt amid a market dominated by China, which has announced a swathe of export restrictions in response to US President Trump’s tariffs.

"It will mean we can deal with trade and market disruptions from a position of strength, because Australia will be able to call on an internationally significant quantity of resources in global demand," Albanese said in a statement.

The idea is that the government would buy critical minerals from commercial projects, which would then be available to domestic industries and key international partners.

As an added bonus, this national stockpile could also secure the country an exception from the US 10 per cent tariff on Australian exports.

AMEC welcomes announcement; shadow minister questions it

The Association of Mining and Exploration Companies (AMEC) CEO Warren Pearce welcomed the announcement.

“This is a positive step forward that aligns with the Critical Minerals Production Tax Incentive (CMPTI) and will provide a major boost for the developing critical minerals industry in Australia,” Pearce said.

“In the geopolitical context of today, critical minerals are more important than ever.

“This policy setting will help Australia leverage our position as a major critical minerals player in the global market.

“If done right this could help Australian critical minerals projects secure the financing they need to build new mines.”

However, he specified there are a range of critical minerals and critical mineral by-products that should be considered.

Shadow Minister for Resources, Senator Susan McDonald, also questioned if Labor’s critical minerals reserve would include uranium, copper, bauxite and alumina.

“Will Labor match the Coalition’s commitment to expand the critical minerals list to actually include those that our allies want and need?” she pondered.

Senator McDonald confirmed a Coalition government would expand the critical minerals list to include copper, uranium, zinc, bauxite, alumina, aluminium, potash, phosphate and tin.

MCA wants to see more exploration expenditure

Likewise, Minerals Council of Australia (MCA) CEO Tania Constable questioned whether establishing a strategic reserve is the best approach.

“While we acknowledge that a reserve may increase Australia’s chances of limiting the impact of US tariffs, this initiative is certainly not without domestic risk and may impact the commercial viability of operations through continued downward pressure on commodity prices,” she said.

She pointed instead to the need to commit to the junior minerals exploration incentive which would support about $725m in greenfields exploration expenditure over the next decade.

“We must focus on the fundamentals that will give Australia back the edge over other mining nations. That means lower energy prices, a windback of draconian industrial relations laws, and faster environmental approval times,” Constable said.

“Australia’s real advantage lies in securing end-to-end supply chains, building strategic partnerships with like-minded countries, and connecting Australian mines to international manufacturers.

“Security of supply is essential, but it’s required at the end of the supply chain, not just at the beginning.

“That’s why Japan and Korea are already working with Australian miners to lock in long-term commercial contracts.”

We asked several stocks what they thought about the announcement…

Trigg Minerals (ASX:TMG)

The company has the Wild Cattle Creek antimony project in NSW and newly appointed managing director Andre Booyzen said he wasn’t sure if antimony would be included in the critical minerals being stockpiled.

“Unfortunately, it should have been done at least five years ago,” he said.

“The additional funding to assist projects getting off the ground would be welcome, as long as it isn’t mired in red tape and bureaucracy (which I suspect will happen).

“The biggest problem with getting new project developed is the state government approval processes.

“They are long and onerous and give too much power to landowners.

“If this isn’t fixed, then no amount of money will help and there will be no stockpiles.”

Booyzen noted the antimony market worldwide is suffering extreme shortages of raw materials, and that even China is struggling with shortages as their antimony reserves are being depleted every year and they’re unable to find new reserves.

“There are simply not enough antimony mines in the world to supply the demand,” he said.

“We anticipate the antimony price will go even higher, but will eventually settle and drop back to around $25-30k when new mines come online.

“We don’t think this will be for at least another five years.

“By then most of the world would have used up their stockpiles and would need to stock up again.”

VHM (ASX:VHM)

VHM was recently awarded the mining licence for its near-term Goschen project in Victoria and with rare earths as its production stream (including the strategic rare earths of dysprosium and terbium).

These are precisely the critical minerals that the government is seeking to develop and stockpile, CEO Ron Douglas said.

“This announcement continues the support of Western governments and provides comfort to investors (to invest) and impetus to export finance agencies and commercial banks to provide funding as VHM seeks to put their project finance in place to develop Goschen,” he said.

“VHM has advanced approvals, clear pathway to production, confirmed offtake/demand, compelling rare earth mineral assemblage, and dual revenue streams as we will also  produce heavy minerals (zircon and titania minerals) and compelling economics.”

Goschen project timeline to production. Source: VHM.

Australian Strategic Materials (ASX:ASM)

ASM is developing a rare earth and critical minerals mining and processing project in Dubbo, NSW, which includes niobium and a range of products vital for advanced manufacturing, clean energy, defence and aerospace.

“As a country, Australia can play a leading role in the development of secure, alternative rare earth and critical minerals supply chains and this initiative will add impetus to that objective,” managing director and CEO Rowena Smith said.

“ one of the few relevant projects in Australia that is shovel ready and strategically positioned to address the needs of Australia and its allies.

“ASM looks forward to receiving further details of the strategic reserve and how the Dubbo project can support Australia’s objectives.”

Red Metal (ASX:RDM)

RDM has the Sybella rare earths oxides project in Queensland where it's trialling low-cost bulk mining, heap leach processing methods.

Managing director Rob Rutherford said one of the biggest challenges to getting a rare earth mine up and running is securing a market (i.e. magnet manufactures) for the REO products.

“I would like to see the Australian government build or fund magnet manufacturing capacity in industrialised countries such as Japan, US, Korea, India, Germany on the provision that these plants (funded in part by the Australian government) source their raw REO products from Australian mines,” he said.

“This would guarantee a market for Australian REO products. “Creating a stockpile may guarantee global supply when demand is constrained but may also be an overhang on the market keeping prices low if the stockpile gets too large.

“So, there are pros and cons with this strategy if you are a raw materials suppling country like Australia.”

Battery Metals Winners and Losers

Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese and vanadium is performing >>>

Code	Company	Price	% Week	% Month	% Six Month	% Year	Market Cap
XTC	XTC Lithium Limited	0.2	19900%	19900%	19900%	19900%	$17,528,272
TKL	Traka Resources	0.002	100%	100%	100%	33%	$2,125,790
ENT	Enterprise Metals	0.003	50%	0%	-25%	0%	$3,534,952
EMT	Emetals Limited	0.004	33%	33%	0%	-20%	$3,400,000
AVW	Avira Resources Ltd	0.008	33%	0%	-60%	-60%	$1,464,902
M2R	Miramar	0.004	33%	33%	-43%	-61%	$3,987,293
CMO	Cosmometalslimited	0.017	31%	-11%	8%	-50%	$5,419,639
WIN	WIN Metals	0.023	28%	21%	-50%	-45%	$12,651,336
BUX	Buxton Resources Ltd	0.03	28%	-6%	-52%	-71%	$8,007,277
KNI	Kunikolimited	0.17	26%	31%	10%	-33%	$13,473,262
FLG	Flagship Min Ltd	0.074	25%	68%	21%	-54%	$15,065,972
BYH	Bryah Resources Ltd	0.005	25%	25%	0%	-44%	$4,349,768
LIN	Lindian Resources	0.125	25%	30%	26%	-22%	$144,146,530
FIN	FIN Resources Ltd	0.005	25%	-17%	-17%	-71%	$3,246,344
GCM	Green Critical Min	0.011	22%	-15%	340%	175%	$21,578,461
IPT	Impact Minerals	0.006	20%	0%	-51%	-70%	$22,215,980
ALY	Alchemy Resource Ltd	0.006	20%	-14%	-33%	-14%	$7,068,458
SRN	Surefire Rescs NL	0.003	20%	0%	-50%	-71%	$7,248,923
CRI	Criticalim	0.0155	19%	-3%	29%	-26%	$37,638,280
IPX	Iperionx Limited	3.34	18%	3%	6%	60%	$1,050,039,723
PMT	Patriotbatterymetals	0.2775	18%	-9%	-30%	-62%	$146,967,969
FRS	Forrestaniaresources	0.046	18%	70%	229%	171%	$12,072,905
PLL	Piedmont Lithium Inc	0.1125	17%	2%	-38%	-38%	$68,404,358
SBR	Sabre Resources	0.007	17%	0%	-50%	-61%	$2,357,772
G88	Golden Mile Res Ltd	0.0105	17%	5%	-30%	-13%	$5,442,479
WC8	Wildcat Resources	0.21	17%	20%	-42%	-54%	$262,190,845
VHM	Vhmlimited	0.28	17%	2%	-36%	-44%	$59,716,237
WA1	Wa1Resourcesltd	12.55	16%	-9%	-5%	-31%	$790,243,106
NVX	Novonix Limited	0.44	16%	-11%	-45%	-49%	$273,503,941
DEV	Devex Resources Ltd	0.081	16%	-15%	-42%	-72%	$35,335,254
RMX	Red Mount Min Ltd	0.008	14%	-6%	-11%	-47%	$3,719,662
BM8	Battery Age Minerals	0.058	14%	-5%	-45%	-42%	$6,909,589
AXN	Alliance Nickel Ltd	0.036	13%	29%	-14%	-5%	$26,130,226
LIT	Livium Ltd	0.009	13%	0%	-57%	-68%	$14,369,311
GSM	Golden State Mining	0.009	13%	-10%	-14%	-10%	$2,514,336
EMH	European Metals Hldg	0.23	12%	35%	24%	-36%	$46,675,059
HAS	Hastings Tech Met	0.3625	12%	19%	26%	5%	$67,047,478
RR1	Reach Resources Ltd	0.01	11%	0%	-9%	0%	$7,869,882
TAR	Taruga Minerals	0.01	11%	25%	-9%	11%	$7,060,268
RR1	Reach Resources Ltd	0.01	11%	0%	-9%	0%	$7,869,882
OM1	Omnia Metals Group	0.01	11%	-87%	-87%	-87%	$2,170,917
VTM	Victory Metals Ltd	0.46	11%	18%	31%	96%	$52,013,789
RNU	Renascor Res Ltd	0.062	11%	32%	-17%	-38%	$144,957,584
LTR	Liontown Resources	0.57	11%	-14%	-32%	-48%	$1,359,382,490
JLL	Jindalee Lithium Ltd	0.26	11%	33%	2%	-59%	$19,501,840
WCN	White Cliff Min Ltd	0.021	11%	24%	-5%	50%	$37,909,415
THR	Thor Energy PLC	0.011	10%	-8%	-27%	-45%	$7,818,688
FTL	Firetail Resources	0.055	10%	-7%	-52%	44%	$20,901,539
NWC	New World Resources	0.023	10%	-4%	10%	-36%	$74,366,916
S2R	S2 Resources	0.105	9%	69%	36%	-19%	$45,285,799
DLI	Delta Lithium	0.175	9%	6%	-26%	-42%	$114,646,687
CXO	Core Lithium	0.071	9%	-9%	-35%	-51%	$147,868,073
CY5	Cygnus Metals Ltd	0.095	9%	-14%	-34%	10%	$80,705,509
STM	Sunstone Metals Ltd	0.012	9%	100%	71%	-8%	$71,613,044
HAW	Hawthorn Resources	0.048	9%	4%	-17%	-30%	$16,080,749
SYA	Sayona Mining Ltd	0.0185	9%	-3%	-44%	-46%	$207,779,328
PAT	Patriot Lithium	0.062	9%	59%	35%	-32%	$8,217,168
SYR	Syrah Resources	0.25	9%	-15%	2%	-48%	$250,138,755
SYR	Syrah Resources	0.25	9%	-15%	2%	-48%	$250,138,755
MIN	Mineral Resources.	18.05	9%	-21%	-50%	-74%	$3,382,085,175
WC1	Westcobarmetals	0.013	8%	-13%	-48%	-69%	$2,508,192
ICL	Iceni Gold	0.065	8%	-20%	38%	150%	$20,320,442
LOT	Lotus Resources Ltd	0.1675	8%	-16%	-47%	-58%	$354,397,791
VUL	Vulcan Energy	4.62	8%	-11%	-3%	52%	$1,029,128,899
PLS	Pilbara Min Ltd	1.4775	8%	-20%	-46%	-61%	$4,698,177,809
ILU	Iluka Resources	3.845	8%	-7%	-36%	-49%	$1,602,639,458
PVW	PVW Res Ltd	0.014	8%	-7%	-26%	-42%	$2,784,667
KAI	Kairos Minerals Ltd	0.021	8%	0%	17%	75%	$52,618,244
IGO	IGO Limited	3.655	8%	-14%	-29%	-49%	$2,726,164,127
TVN	Tivan Limited	0.1125	7%	21%	134%	116%	$220,846,881
TLG	Talga Group Ltd	0.475	7%	12%	28%	-33%	$197,726,333
LEG	Legend Mining	0.008	7%	-6%	-38%	-38%	$23,291,817
LKE	Lake Resources	0.035	6%	3%	-44%	-35%	$57,700,793
MLX	Metals X Limited	0.53	6%	-26%	26%	12%	$469,787,515
GED	Golden Deeps	0.018	6%	-14%	-40%	-53%	$3,365,388
FBM	Future Battery	0.018	6%	-5%	-5%	-65%	$11,369,701
AM7	Arcadia Minerals	0.018	6%	-10%	-54%	-76%	$2,112,902
RON	Roninresourcesltd	0.18	6%	9%	24%	57%	$7,267,502
BHP	BHP Group Limited	38.08	6%	-4%	-10%	-16%	$191,466,427,104
AGY	Argosy Minerals Ltd	0.019	6%	-14%	-49%	-85%	$26,206,577
BOA	BOA Resources Ltd	0.019	6%	0%	-14%	-37%	$2,343,704
ASO	Aston Minerals Ltd	0.019	6%	-10%	90%	58%	$23,311,157
QPM	QPM Energy Limited	0.039	5%	-15%	-3%	-20%	$95,961,021
CHN	Chalice Mining Ltd	1.1	5%	-21%	-42%	-14%	$406,532,993
AAJ	Aruma Resources Ltd	0.01	5%	-29%	-38%	-41%	$1,998,524
PGM	Platina Resources	0.021	5%	-5%	5%	-19%	$12,463,607
MLS	Metals Australia	0.021	5%	11%	-5%	-5%	$15,303,110
CHR	Charger Metals	0.043	5%	-4%	-39%	-47%	$3,329,071
DYM	Dynamicmetalslimited	0.345	5%	-13%	73%	86%	$15,952,410
CWX	Carawine Resources	0.094	4%	-5%	-3%	-10%	$22,195,792
STK	Strickland Metals	0.095	4%	10%	34%	-27%	$221,711,260
AZI	Altamin Limited	0.024	4%	-17%	-12%	-45%	$13,788,069
NC1	Nicoresourceslimited	0.078	4%	-4%	-29%	-57%	$8,008,142
PBL	Parabellumresources	0.052	4%	11%	4%	-4%	$3,115,000
EFE	Eastern Resources	0.027	4%	0%	-33%	-64%	$3,278,339
AQD	Ausquest Limited	0.055	4%	-2%	588%	416%	$70,065,120
KZR	Kalamazoo Resources	0.084	4%	-7%	-9%	-12%	$17,379,662
SLM	Solismineralsltd	0.084	4%	0%	-16%	-20%	$7,783,914
NMT	Neometals Ltd	0.057	4%	-14%	-39%	-48%	$43,087,805
CAE	Cannindah Resources	0.059	4%	-38%	31%	7%	$40,772,477
LPM	Lithium Plus	0.059	4%	-9%	-63%	-51%	$7,837,560
PUR	Pursuit Minerals	0.0445	3%	-41%	-70%	-82%	$3,789,891
NIC	Nickel Industries	0.5225	3%	-16%	-46%	-41%	$2,191,667,617
EMC	Everest Metals Corp	0.15	3%	-6%	11%	58%	$33,567,575
EGR	Ecograf Limited	0.305	3%	2%	267%	91%	$131,698,228
RVT	Richmond Vanadium	0.155	3%	3%	-51%	-47%	$33,275,000
DVP	Develop Global Ltd	2.67	3%	-14%	8%	17%	$700,697,339
PNN	Power Minerals Ltd	0.072	3%	-3%	-28%	-37%	$8,197,551
ARU	Arafura Rare Earths	0.195	3%	3%	22%	5%	$480,544,095
INF	Infinity Lithium	0.02	3%	-9%	-41%	-65%	$9,451,842
FGR	First Graphene Ltd	0.041	3%	-9%	11%	-32%	$29,201,779
PTR	Petratherm Ltd	0.23	2%	-22%	360%	820%	$76,035,249
KM1	Kalimetalslimited	0.092	2%	-2%	-44%	-77%	$7,299,389
MTM	MTM Critical Metals	0.235	2%	34%	164%	305%	$105,495,923
BNR	Bulletin Res Ltd	0.064	2%	52%	49%	31%	$18,204,026
NVA	Nova Minerals Ltd	0.34	1%	1%	48%	13%	$101,744,186
S32	South32 Limited	2.695	1%	-24%	-26%	-19%	$11,958,741,106
CDT	Castle Minerals	0.0555	1%	-8%	-38%	-69%	$6,380,526
ATM	Aneka Tambang	0.985	1%	-1%	9%	-10%	$1,284,094
QXR	Qx Resources Limited	0.003	0%	-25%	-50%	-80%	$4,586,151
AZL	Arizona Lithium Ltd	0.006	0%	0%	-65%	-75%	$22,809,073
RIL	Redivium Limited	0.004	0%	0%	-20%	0%	$13,609,422
LPD	Lepidico Ltd	0.002	0%	0%	-20%	-33%	$17,178,371
MRD	Mount Ridley Mines	0.0025	0%	-17%	-75%	-75%	$1,946,223
CZN	Corazon Ltd	0.002	0%	-33%	-60%	-78%	$2,369,145
RLC	Reedy Lagoon Corp.	0.002	0%	0%	0%	-50%	$1,553,413
MNS	Magnis Energy Tech	0.042	0%	0%	0%	0%	$50,378,922
EUR	European Lithium Ltd	0.053	0%	13%	43%	-2%	$79,484,981
BKT	Black Rock Mining	0.02	0%	-9%	-60%	-69%	$29,388,798
ESR	Estrella Res Ltd	0.029	0%	4%	93%	480%	$59,506,169
GLN	Galan Lithium Ltd	0.105	0%	-5%	-32%	-66%	$92,401,023
VRC	Volt Resources Ltd	0.004	0%	0%	0%	-33%	$18,739,112
ADV	Ardiden Ltd	0.145	0%	7%	12%	-9%	$9,065,038
ARN	Aldoro Resources	0.52	0%	73%	542%	643%	$92,254,336
JRV	Jervois Global Ltd	0.011	0%	0%	-8%	-50%	$29,730,402
CTM	Centaurus Metals Ltd	0.39	0%	7%	-13%	-3%	$198,680,485
VML	Vital Metals Limited	0.003	0%	0%	50%	-40%	$17,685,201
BSX	Blackstone Ltd	0.064	0%	-4%	87%	9%	$41,269,159
AUZ	Australian Mines Ltd	0.011	0%	22%	-15%	10%	$15,383,633
LEL	Lithenergy	0.37	0%	0%	1%	-30%	$41,440,581
MRC	Mineral Commodities	0.026	0%	0%	0%	0%	$25,596,288
PEK	Peak Rare Earths Ltd	0.14	0%	40%	-22%	-42%	$52,814,117
MOH	Moho Resources	0.003	0%	-25%	-50%	-45%	$2,192,624
AML	Aeon Metals Ltd.	0.005	0%	0%	0%	0%	$5,482,003
WKT	Walkabout Resources	0.095	0%	0%	-5%	-14%	$63,769,838
TON	Triton Min Ltd	0.005	0%	-17%	-50%	-58%	$7,841,944
CNJ	Conico Ltd	0.007	0%	0%	-30%	-30%	$1,662,411
VR8	Vanadium Resources	0.016	0%	-20%	-64%	-65%	$9,028,670
SLZ	Sultan Resources Ltd	0.008	0%	7%	-33%	-27%	$1,851,759
MQR	Marquee Resource Ltd	0.01	0%	11%	-38%	-29%	$4,854,805
MRR	Minrex Resources Ltd	0.008	0%	0%	-6%	-33%	$7,594,073
EVR	Ev Resources Ltd	0.005	0%	0%	36%	-32%	$9,929,183
CNB	Carnaby Resource Ltd	0.27	0%	-17%	-36%	-53%	$57,097,215
DTM	Dart Mining NL	0.004	0%	-20%	-69%	-86%	$2,751,056
EMS	Eastern Metals	0.01	0%	0%	-60%	-71%	$1,136,762
FG1	Flynngold	0.022	0%	-4%	-24%	-49%	$7,066,868
IMI	Infinitymining	0.013	0%	8%	-57%	-78%	$5,499,205
LSR	Lodestar Minerals	0.017	0%	42%	-15%	-29%	$5,094,781
RAG	Ragnar Metals Ltd	0.022	0%	5%	-8%	22%	$10,427,692
OB1	Orbminco Limited	0.001	0%	0%	-40%	-76%	$2,166,590
LMG	Latrobe Magnesium	0.01	0%	-29%	-72%	-80%	$25,485,374
KOR	Korab Resources	0.008	0%	0%	0%	0%	$2,936,400
CMX	Chemxmaterials	0.026	0%	0%	-42%	-40%	$3,354,580
JMS	Jupiter Mines.	0.145	0%	-17%	-12%	-50%	$284,351,055
SCN	Scorpion Minerals	0.019	0%	-17%	27%	-5%	$10,244,124
RBX	Resource B	0.028	0%	-15%	-20%	-22%	$3,225,166
AKN	Auking Mining Ltd	0.007	0%	0%	75%	-63%	$4,023,451
RAS	Ragusa Minerals Ltd	0.017	0%	-19%	13%	-26%	$2,424,179
SRZ	Stellar Resources	0.016	0%	-6%	-16%	-16%	$33,276,009
YAR	Yari Minerals Ltd	0.005	0%	25%	67%	0%	$2,411,789
ODE	Odessa Minerals Ltd	0.007	0%	17%	17%	75%	$9,597,195
LNR	Lanthanein Resources	0.002	0%	-20%	-33%	-50%	$4,887,272
CLZ	Classic Min Ltd	0.001	0%	0%	0%	-88%	$1,544,026
OCN	Oceanalithiumlimited	0.027	0%	13%	-7%	-32%	$3,712,402
PEK	Peak Rare Earths Ltd	0.14	0%	40%	-22%	-42%	$52,814,117
KFM	Kingfisher Mining	0.048	0%	0%	-26%	-40%	$2,578,320
AOA	Ausmon Resorces	0.002	0%	0%	-20%	0%	$2,622,427
KTA	Krakatoa Resources	0.009	0%	0%	-10%	-18%	$6,201,340
M24	Mamba Exploration	0.013	0%	-7%	8%	-38%	$3,246,822
LNR	Lanthanein Resources	0.002	0%	-20%	-33%	-50%	$4,887,272
TKM	Trek Metals Ltd	0.065	0%	41%	132%	44%	$35,998,877
BCA	Black Canyon Limited	0.06	0%	-2%	-3%	-40%	$7,779,042
A11	Atlantic Lithium	0.15	0%	-14%	-42%	-61%	$97,040,624
L1M	Lightning Minerals	0.06	0%	-15%	-6%	-43%	$6,199,699
1AE	Auroraenergymetals	0.045	0%	-2%	-10%	-49%	$8,057,868
LLL	Leolithiumlimited	0.332997	0%	0%	0%	0%	$401,204,047
WSR	Westar Resources	0.005	0%	-17%	-50%	-58%	$1,993,624
LU7	Lithium Universe Ltd	0.006	0%	-14%	-62%	-77%	$4,715,878
REC	Rechargemetals	0.014	0%	0%	-67%	-56%	$3,590,860
ANX	Anax Metals Ltd	0.006	0%	-33%	-54%	-75%	$5,296,845
PFE	Pantera Lithium	0.015	0%	-12%	-46%	-56%	$7,106,755
LYC	Lynas Rare Earths	8.355	0%	13%	11%	31%	$7,674,036,299
LRV	Larvottoresources	0.895	-1%	-6%	54%	906%	$357,769,346
PSC	Prospect Res Ltd	0.1475	-2%	13%	84%	9%	$97,689,567
E25	Element 25 Ltd	0.22	-2%	-12%	-29%	0%	$51,437,790
IG6	Internationalgraphit	0.044	-2%	-20%	-31%	-70%	$8,516,567
IDA	Indiana Resources	0.078	-3%	1%	44%	77%	$48,847,667
ASL	Andean Silver	0.94	-3%	-24%	-40%	81%	$144,484,117
OMH	OM Holdings Limited	0.33	-3%	3%	-11%	-29%	$252,864,744
SMX	Strata Minerals	0.03	-3%	-39%	0%	25%	$7,324,455
BC8	Black Cat Syndicate	0.995	-3%	18%	58%	275%	$669,051,251
BUR	Burleyminerals	0.05	-4%	-5%	-44%	-13%	$7,652,317
MHK	Metalhawk.	0.4	-4%	1%	135%	567%	$49,750,451
AXE	Archer Materials	0.25	-4%	-22%	4%	-46%	$64,985,988
OD6	Od6Metalsltd	0.025	-4%	-19%	-14%	-65%	$3,821,897
ARL	Ardea Resources Ltd	0.4225	-4%	1%	2%	-50%	$85,863,653
SGQ	St George Min Ltd	0.024	-4%	33%	-11%	26%	$66,695,561
ZNC	Zenith Minerals Ltd	0.048	-4%	-6%	7%	-49%	$19,964,630
A8G	Australasian Metals	0.07	-4%	-7%	-42%	1%	$4,052,281
TOR	Torque Met	0.093	-4%	-7%	13%	-34%	$25,618,073
ITM	Itech Minerals Ltd	0.046	-4%	2%	-32%	-37%	$7,858,428
GAL	Galileo Mining Ltd	0.11	-4%	-21%	-24%	-61%	$21,738,742
VMC	Venus Metals Cor Ltd	0.105	-5%	-5%	52%	13%	$21,574,155
MAN	Mandrake Res Ltd	0.019	-5%	0%	-27%	-42%	$12,545,198
ABX	ABX Group Limited	0.038	-5%	3%	-12%	-37%	$10,037,324
DM1	Desert Metals	0.019	-5%	-17%	-37%	-21%	$8,403,445
WR1	Winsome Resources	0.19	-5%	-30%	-61%	-85%	$45,120,288
ASN	Anson Resources Ltd	0.056	-5%	8%	-20%	-49%	$76,270,510
INR	Ioneer Ltd	0.1325	-5%	-15%	-49%	-30%	$318,015,790
NTU	Northern Min Ltd	0.035	-5%	75%	75%	9%	$267,428,986
EVG	Evion Group NL	0.017	-6%	-19%	-41%	-29%	$7,393,640
MHC	Manhattan Corp Ltd	0.017	-6%	-6%	-58%	-49%	$3,993,281
GL1	Globallith	0.165	-6%	-3%	-25%	-62%	$43,185,800
QEM	QEM Limited	0.048	-6%	-21%	-40%	-66%	$8,587,516
SUM	Summitminerals	0.047	-6%	-23%	-74%	-59%	$4,095,015
ENV	Enova Mining Limited	0.0075	-6%	25%	-17%	-58%	$9,894,505
DRE	Dreadnought Resources Ltd	0.014	-7%	-7%	-13%	-15%	$62,577,233
LLI	Loyal Lithium Ltd	0.069	-7%	-17%	-47%	-74%	$6,950,581
ASM	Ausstratmaterials	0.59	-7%	55%	7%	-45%	$106,084,299
CLA	Celsius Resource Ltd	0.0065	-7%	-7%	-41%	-35%	$20,352,998
TMB	Tambourahmetals	0.026	-7%	-19%	-26%	-68%	$3,057,341
EV1	Evolutionenergy	0.013	-7%	-13%	-66%	-83%	$4,714,456
LM1	Leeuwin Metals Ltd	0.18	-8%	71%	147%	177%	$17,641,117
ETM	Energy Transition	0.069	-8%	-10%	200%	73%	$113,252,833
ARR	American Rare Earths	0.28	-8%	0%	6%	2%	$131,930,058
PGD	Peregrine Gold	0.16	-9%	7%	-6%	-27%	$14,424,116
FRB	Firebird Metals	0.084	-9%	-13%	-24%	-40%	$11,958,358
HRE	Heavy Rare Earths	0.021	-9%	-5%	-44%	-35%	$4,368,712
AVL	Aust Vanadium Ltd	0.01	-9%	-17%	-38%	-33%	$94,981,239
MEK	Meeka Metals Limited	0.15	-9%	7%	100%	317%	$377,215,151
MEI	Meteoric Resources	0.1	-9%	41%	-5%	-53%	$231,349,415
EG1	Evergreenlithium	0.048	-9%	-38%	-41%	-51%	$9,728,915
COB	Cobalt Blue Ltd	0.063	-10%	-2%	-27%	-37%	$29,359,364
1MC	Morella Corporation	0.018	-10%	-5%	-40%	-76%	$5,944,779
AS2	Askarimetalslimited	0.009	-10%	-18%	-72%	-82%	$2,221,072
GRL	Godolphin Resources	0.009	-10%	-31%	-47%	-74%	$4,039,860
GBR	Greatbould Resources	0.08	-11%	13%	51%	25%	$58,545,287
IXR	Ionic Rare Earths	0.008	-11%	14%	-16%	-56%	$41,907,427
LML	Lincoln Minerals	0.004	-11%	-20%	-43%	-56%	$8,410,279
BMM	Bayanminingandmin	0.032	-11%	-32%	-45%	-43%	$3,078,062
RGL	Riversgold	0.004	-11%	0%	14%	-43%	$8,418,563
EMN	Euromanganese	0.275	-11%	45%	-7%	-37%	$11,067,739
NH3	Nh3Cleanenergyltd	0.023	-12%	-4%	5%	21%	$12,985,910
GRE	Greentechmetals	0.053	-12%	-15%	-56%	-75%	$6,167,836
RXL	Rox Resources	0.37	-12%	9%	85%	65%	$222,470,900
GW1	Greenwing Resources	0.035	-13%	17%	-43%	-51%	$8,422,802
PVT	Pivotal Metals Ltd	0.007	-13%	17%	-22%	-63%	$7,257,807
AX8	Accelerate Resources	0.007	-13%	17%	-13%	-85%	$5,510,321
KGD	Kula Gold Limited	0.007	-13%	17%	6%	-26%	$6,448,776
KOB	Kobaresourceslimited	0.042	-13%	-26%	-57%	-58%	$6,659,588
PNT	Panthermetalsltd	0.013	-13%	-19%	-68%	-48%	$3,911,759
REE	Rarex Limited	0.032	-14%	300%	146%	100%	$24,025,375
SRI	Sipa Resources Ltd	0.012	-14%	0%	-29%	-25%	$4,996,780
NWM	Norwest Minerals	0.012	-14%	20%	-43%	-75%	$6,306,554
KNG	Kingsland Minerals	0.105	-19%	-9%	-48%	-56%	$7,618,896
CTN	Catalina Resources	0.002	-20%	-29%	-39%	-29%	$3,327,519
TEM	Tempest Minerals	0.004	-20%	0%	-50%	-48%	$2,538,119
GT1	Greentechnology	0.032	-20%	-14%	-65%	-72%	$14,772,580
LCY	Legacy Iron Ore	0.008	-20%	-20%	-36%	-48%	$78,096,341
AR3	Austrare	0.09	-22%	16%	-21%	-21%	$14,309,075
CRR	Critical Resources	0.003	-25%	-25%	-63%	-76%	$9,856,885
WMG	Western Mines	0.125	-29%	30%	-46%	-60%	$13,553,002
TMX	Terrain Minerals	0.002	-33%	-56%	-43%	-50%	$6,010,670
ASR	Asra Minerals Ltd	0.002	-33%	-50%	-60%	-71%	$7,119,380
SRL	Sunrise	0.47	-34%	88%	34%	-28%	$40,602,374
ADD	Adavale Resource Ltd	0.001	-50%	-50%	-67%	-80%	$4,574,558
PRL	Province Resources	0	-100%	-100%	-100%	-100%	$0
POS	Poseidon Nick Ltd	0	-100%	-100%	-100%	-100%	$23,380,727
LRS	Latin Resources Ltd	0	-100%	-100%	-100%	-100%	$477,661,711
CAI	Calidus Resources	0	-100%	-100%	-100%	-100%	$93,678,206
LTM	Arcadium Lithium PLC	0	-100%	-100%	-100%	-100%	$1,994,929,982

WordPress Table

At Stockhead, we tell it like it is. While Trigg Minerals, VHM and Red Metals are Stockhead advertisers, they did not sponsor this article.

Originally published as High Voltage: Miners welcome Aussie $1.2bn critical minerals stockpile plan